PhoenixTeam

PhoenixTeam Enabling homeownership through technology. Phoenix provides overall leadership and guidance to our clients’ most important efforts.

Formed in 2015, PhoenixTeam is a professional services company focused on full lifecycle opportunity management, software product management, and technology solution delivery. Formed by three partners with an extensive work history together, Phoenix is the realization of a 15-year mission to build a team-based approach for serving the needs of federal and commercial clients. Our team of managing p

artners has over 15 years of experience apiece in our practice areas. Whether we are managing your bid submission, running complex technology implementations, or helping get a troubled project back on track, our private and federal clients alike are confident that we understand the full project life cycle, and will lead their effort from the initiation and planning phases to completion.

Join us in congratulating Kellie Stoll on becoming a Certified MISMO Standards Professional (CMSP®)! Kellie joins a dist...
05/28/2026

Join us in congratulating Kellie Stoll on becoming a Certified MISMO Standards Professional (CMSP®)!

Kellie joins a distinguished group of 40+ certified CMSPs across the mortgage industry recognized for their advanced knowledge and application of MISMO standards. Her accomplishment further strengthens our ability to support and implement industry-leading practices across the mortgage ecosystem.

She is also PhoenixTeam’s sixth team member to earn the designation. As a proud MISMO Certified Consultant company, Kellie’s achievement reflects the value PhoenixTeam provides to clients by bringing practical MISMO expertise to data, implementation, and interoperability efforts.

Congratulations, Kellie, on this well-deserved achievement and exciting professional milestone!

The MISMO Spring Summit is almost here, and we’re ready to dig deep into the work that’s shaping the future of mortgage ...
05/27/2026

The MISMO Spring Summit is almost here, and we’re ready to dig deep into the work that’s shaping the future of mortgage standards.

Throughout the week, our MISMO experts Erin Bittenbender, Kellie Stoll, and Leeann Walker, will contribute across several key Development Workgroups and Communities of Practice.

Backed by more than 15 years of hands-on MISMO experience, our team is bringing practical insight shaped through collaboration with lenders, servicers, technology providers, regulators, and MISMO. Their expertise makes each session an opportunity to build stronger, standards-driven alignment and meaningful progress across the industry.

Check out our full workgroup schedule below and stay tuned for more MISMO updates from PhoenixTeam.

Full Event Agenda: https://app.smartsheet.com/b/publish?EQBCT=b495d1a598d14a2d89bc4c9642243d97

AI in financial services has to work in the real world. That means regulatory expectations, operational complexity, gove...
05/26/2026

AI in financial services has to work in the real world. That means regulatory expectations, operational complexity, governance, risk, and accountability all have to be part of the conversation from the beginning.

At the American Bankers Association Risk and Compliance Conference, Tela Mathias led a session on optimizing fair lending programs with AI and how organizations can move from AI exploration to practical implementation.

For PhoenixTeam, this is where the AI conversation matters most: helping financial institutions evaluate risk, improve consistency, strengthen decision-making, and build programs that can stand up to real regulatory, operational, and governance expectations.

Financial institutions are not looking for AI hype. They are looking for practical strategies, responsible tools, and partners who understand the environments they operate in.

This , we honor and remember the men and women who served and sacrificed for our freedom. As we reflect on the meaning ...
05/25/2026

This , we honor and remember the men and women who served and sacrificed for our freedom. As we reflect on the meaning of this day, we recognize the brave individuals who gave everything for our country. Their courage and service will never be forgotten.

Our time at the Mortgage Bankers Association Secondary and Capital Markets Conference this week was nothing short of imp...
05/21/2026

Our time at the Mortgage Bankers Association Secondary and Capital Markets Conference this week was nothing short of impactful.

We joined industry leaders in New York for conversations surrounding the future of mortgage operations, capital markets, innovation, and the evolving role of AI across the mortgage ecosystem. As organizations continue adapting to a shifting market landscape, there was a clear focus on building smarter, more resilient strategies that support efficiency and long-term success.

We were also glad to attend the 11th Annual Wine Tasting & Auction hosted by the CMG Foundation, which brought together so many great people across the industry for an important cause.

And of course, no week in NYC is complete without catching the Knicks at MSG.

Thank you to everyone who took the time to connect with us throughout the week. We appreciate the insights and shared momentum that continue moving the industry forward.

MISMO Spring Summit is almost here, and PhoenixTeam is ready to be part of the conversations shaping the future of digit...
05/18/2026

MISMO Spring Summit is almost here, and PhoenixTeam is ready to be part of the conversations shaping the future of digital mortgage standards.

Our certified MISMO experts, Erin Bittenbender, Kellie Stoll, and Leeann Walker, will be leading and facilitating several Development Workgroups (DWGs) and Communities of Practice (CoPs), bringing hands-on expertise and industry insight into the conversations driving modernization and meaningful progress across industry.

If you’re attending the Summit and ready to start building better outcomes together, let’s connect.
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Stay tuned for the full PhoenixTeam session schedule and more updates leading up to kickoff.

Full Event Agenda: https://app.smartsheet.com/b/publish?EQBCT=b495d1a598d14a2d89bc4c9642243d97

MEET OUR INTERNS! We’re excited to spotlight this group of bright, motivated emerging professionals who bring fresh pers...
05/15/2026

MEET OUR INTERNS!

We’re excited to spotlight this group of bright, motivated emerging professionals who bring fresh perspective, curiosity, and an eagerness to learn as they work alongside our team.

• Aditi Kumar – Commercial 🏢
• Connor Dennis – Phoenix Burst 🔥
• Michael Grochowski – Federal 🏛️
• Sydney Shanks – Federal 🏛️
• Taylor Reyes – Marketing ✨
• Will Cobey – Marketing ✨

Throughout their internships, they’ll gain hands-on experience, strengthen the skills that will help shape their future careers, and contribute to the meaningful work happening across PhoenixTeam.

Creating opportunities for the next generation of leaders to grow professionally is something we care deeply about, and we’re looking forward to seeing all they accomplish during their time with us.

05/14/2026

“The toothpaste is out of the tube.” That was Tela G. Mathias’ line on a recent Chrisman Commentary AI Show panel, and it might be the most honest way to describe where AI is right now. There is no putting it back. The real question is how lenders lead through it.

Tela joined the panel for a practical conversation on where AI is headed in mortgage and what it means for the industry right now. The discussion cut through the AI noise and got into what people are actually feeling inside organizations: the excitement, the uncertainty, and the anxiety around how fast AI is moving.

She shared a grounded perspective on generative and agentic AI, governance, organizational trust, education, and how lenders can improve workflows today while preparing their teams for what comes next.

Watch the full webinar here: https://www.linkedin.com/events/7457376723853242368/

Tela G. Mathias, Tanya Brennan, and Laura Maclntyre are headed to NYC for the Mortgage Bankers Association Secondary & C...
05/13/2026

Tela G. Mathias, Tanya Brennan, and Laura Maclntyre are headed to NYC for the Mortgage Bankers Association Secondary & Capital Markets Conference!

This event brings together every side of the ecosystem in one place, all engaging around the forces redefining the future of capital markets and what it will take for organizations to stay ahead in an increasingly evolving environment.

From rising operational demands to regulatory pressure and shifting market expectations, organizations are being challenged to rethink operational excellence with greater agility and precision than ever before.

With over 20 years of mortgage expertise, we’ve helped organizations build the operational clarity, structure, and adaptability needed to navigate change and perform in rapidly evolving markets, especially in today’s AI-driven landscape.

We’re looking forward to the insights and conversations that will shape what comes next. If you’ll be attending, let’s talk!

AI is reshaping the mortgage industry, and the professionals who know how to leverage it will be better positioned to le...
05/13/2026

AI is reshaping the mortgage industry, and the professionals who know how to leverage it will be better positioned to lead, adapt, and stay competitive.

Join Mortgage Bankers Association Education and PhoenixTeam for a practical workshop focused on helping mortgage pros strengthen their AI skillset and confidently apply AI effectively across real business scenarios.

Whether you’re AI-curious or already experimenting with tools, you’ll gain hands-on knowledge and actionable AI skills you can immediately apply within your organization to better support your day-to-day work and identify where AI can create the most value.

The industry is evolving quickly; future-proof your career and make sure your skills evolves with it.

Space is limited, reserve your spot: https://www.mba.org/conferences-and-education/event/2026/05/19/default-calendar/ai-upskilling-may-2026-81944

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Arlington, VA
22207

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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